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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Spotlight Asset Group
3851
Spotlight Asset Group
Illinois
USD 266 M -USD 2.82 M -1% 7.25% – 156 26.28% 0.9
Clean Yield Group
3852
Clean Yield Group
Vermont
USD 266 M -USD 12.4 M -4% 5.5% 80.7% 421 65.32% 4.4
Clare Market Investments
3853
Clare Market Investments
Texas
USD 266 M +USD 26.7 M +11% 7.07% – 142 30.28% 1
Home Federal Bank of Tennessee
3854
Home Federal Bank of Tennessee
Tennessee
USD 266 M +USD 13.3 M +5% 8.32% 74% 73 5.48% 4.1
Broadleaf Partners
3855
Broadleaf Partners
Ohio
USD 266 M +USD 12.2 M +5% 2.1% 180% 72 8.33% 2.2
Octagon Capital Advisors
3856
Octagon Capital Advisors
New York
USD 265 M -USD 23 M -8% 4.48% 2,969% 38 44.74% 0.2
Investors Research Corp
3857
Investors Research Corp
Georgia
USD 265 M +USD 11.4 M +4% 14.6% 62.1% 1,124 13.43% 2
CMH Wealth Management
3858
CMH Wealth Management
New Hampshire
USD 265 M -USD 7.6 M -3% 3.02% 88% 52 15.38% 2.6
Strategic Family Wealth Counselors
3859
Strategic Family Wealth Counselors
New Jersey
USD 265 M +USD 71.3 M +37% 0.86% 83.8% 88 14.77% 1.5
Alliance Wealth Management Group
3860
Alliance Wealth Management Group
New Jersey
USD 265 M +USD 11.3 M +4% 2.06% 43.4% 66 4.55% 2.9
Beck Capital Management
3861
Beck Capital Management
Texas
USD 265 M +USD 24.3 M +10% 13.3% 291% 131 30.53% 0.9
AJU IB Investment Company
3862
AJU IB Investment Company
South Korea
USD 265 M +USD 848 k +0.3% 13.2% – 11 0% 0.3
Thomas Story & Son
3863
Thomas Story & Son
Indiana
USD 265 M +USD 18.7 M +8% 9.78% 101% 67 4.48% 4.2
LCP
3864
Legacy Capital Partners
Wisconsin
USD 265 M +USD 9.7 M +4% 5.34% 85.6% 145 12.41% 4.6
Semper Augustus Investments Group
3865
Semper Augustus Investments Group
Colorado
USD 265 M +USD 36.3 M +16% 16.7% 95.4% 31 6.45% 4.6
Cornerstone Wealth Advisors
3866
Cornerstone Wealth Advisors
Minnesota
USD 265 M – – 3.2% 46.1% 37 – 0
Day & Ennis
3867
Day & Ennis
Georgia
USD 265 M +USD 13.1 M +5% 3.06% 15.2% 119 9.24% 2.6
SCP
3868
Syntal Capital Partners
Texas
USD 265 M -USD 529 M -67% 11.3% 102% 162 61.11% 1.2
NKCFO LLC
3869
NKCFO LLC
Illinois
USD 265 M +USD 12.2 M +5% 5.26% 237% 160 58.13% 0.5
Cowen Prime Advisors
3870
Cowen Prime Advisors
New York
USD 264 M +USD 38.8 M +17% 26.7% 116% 183 11.48% 4.2
LFM
3871
Lumina Fund Management
New York
USD 264 M +USD 22.9 M +9% 4.99% 28.1% 33 12.12% 2
KS
3872
Karpas Strategies
Connecticut
USD 264 M +USD 8.96 M +4% 10.6% 16.1% 129 19.38% 5.8
Laffer Tengler Investments
3873
Laffer Tengler Investments
Tennessee
USD 264 M +USD 27.1 M +11% 7.18% 96.5% 359 22.84% 1
NinePointTwo Capital
3874
NinePointTwo Capital
California
USD 264 M +USD 18.5 M +8% 3.49% 1.62% 61 14.75% 0.2
Bridge Creek Capital Management
3875
Bridge Creek Capital Management
Massachusetts
USD 264 M +USD 22.8 M +9% 9.43% 76.5% 102 10.78% 3.6